沈阳远大智能工业集团股份有限公司 2025 年第三季度报告 证券代码：002689 证券简称：远大智能 公告编号：2025-042 沈阳远大智能工业集团股份有限公司 2025 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、完 整。 3.第三季度财务会计报告是否经过审计 □是 否 1 沈阳远大智能工业集团股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 □适用 不适用 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 将《公开发行证券的公司信息披露解释性公告第 1 号——非经常性损益》中列举的非经常性损益项目界定为经常性损益 2 沈阳远大智能工业集团股份有限公司 2025 年第三季度 ...

Core Viewpoint - The report highlights a decline in the production of elevators, escalators, and lifts in China, indicating a challenging market environment for the industry from 2025 onwards [1] Industry Summary - In August 2025, the production of elevators, escalators, and lifts in China was 119,000 units, representing a year-on-year decrease of 2.5% [1] - From January to August 2025, the cumulative production of these devices reached 884,000 units, showing a cumulative decline of 5.7% [1] - The data is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, a leading industry consulting firm in China [1]

Core Viewpoint - The Chinese elevator industry is experiencing a decline in production, with significant year-on-year decreases reported for early 2025 [1][2]. Industry Summary - In April 2025, the production of elevators, escalators, and lifts in China reached 119,000 units, representing a year-on-year decrease of 8.5% [1]. - From January to April 2025, the cumulative production of these units totaled 390,000, marking a cumulative decline of 6.9% [1]. Company Summary - Listed companies in the elevator sector include 康力电梯 (Kangli Elevator), 森赫股份 (Senhe Co.), 广日股份 (Guangri Co.), 上海机电 (Shanghai Mechanical), 金螳螂 (Jin Tanglang), 快意电梯 (Kuaiji Elevator), 梅轮电梯 (Meilun Elevator), and 远大智能 (Yuanda Intelligent) [1].

Core Insights - A total of 133 companies have announced their performance forecasts for the first three quarters, with 107 companies expecting profit increases, representing 80.45% of the total [1] - The overall proportion of companies reporting positive forecasts is 86.47%, with 8 companies expecting profits and 12 and 3 companies forecasting profit declines and losses, respectively [1] - Among the companies expecting profit increases, 48 companies anticipate a net profit growth of over 100%, while 42 companies expect growth between 50% and 100% [1] Company Performance - XianDa Co. is projected to have the highest net profit growth at 3009.81%, followed by ChuJiang New Materials at 2150.09% and YingLian Co. at 1602.05% [1][2] - The sectors with the most companies expecting profit growth include electronics, basic chemicals, and non-ferrous metals, with 9, 6, and 5 companies, respectively [1] Stock Performance - Since July, stocks of companies expecting profit growth have averaged a 25.04% increase, outperforming the Shanghai Composite Index [2] - Guangku Technology has seen the highest increase at 131.37%, followed by Northern Rare Earth and ChangChuan Technology with increases of 109.72% and 83.11%, respectively [2] - Conversely, stocks like NaRui Radar have experienced significant declines, with a drop of 24.50% [2] Capital Flow - In the last five days, major capital inflows have been observed in Guangku Technology, YuanDa Intelligent, and YaHua Group, with net inflows of 256.12 million, 155.79 million, and 108 million, respectively [2] - Major capital outflows were noted in Northern Rare Earth, ChangChuan Technology, and Ruixin Micro, with outflows of 485.71 million, 165.20 million, and 86.07 million, respectively [2]

10月20日，远大智能（维权）涨4.19%，成交额5.09亿元。两融数据显示，当日远大智能获融资买入额 3008.99万元，融资偿还3538.08万元，融资净买入-529.09万元。截至10月20日，远大智能融资融券余额 合计8115.93万元。 融资方面，远大智能当日融资买入3008.99万元。当前融资余额8115.93万元，占流通市值的1.74%，融 资余额低于近一年40%分位水平，处于较低位。 融券方面，远大智能10月20日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元，超过近一年70%分位水平，处于较高位。 资料显示，沈阳远大智能工业集团股份有限公司位于辽宁省沈阳经济技术开发区开发大路27号，成立日 期2001年9月24日，上市日期2012年7月17日，公司主营业务涉及主要从事电梯、自动扶梯、自动人行道 的设计、制造、销售、安装和维保等业务。主营业务收入构成为：直梯61.68%，电梯安装及维保费 22.94%，扶梯10.63%，配件3.50%，其他0.98%，材料、零部件销售0.21%，机器人自动化设备0.06%， 加工费0.01 ...

Core Viewpoint - Yuan Da Intelligent experienced a significant stock price increase of 9.97% on October 15, with a trading volume of 141 million yuan, indicating positive market sentiment towards the company [1]. Financing Summary - On October 15, Yuan Da Intelligent had a financing buy-in amount of 8.71 million yuan, while the financing repayment was 9.46 million yuan, resulting in a net financing outflow of 0.75 million yuan [1]. - As of October 15, the total financing and securities balance for Yuan Da Intelligent was 61.10 million yuan, which represents 1.36% of its circulating market value, indicating a low financing balance compared to the past year [1]. - The company had no short-selling activity on October 15, with a short-selling balance of 0.00 shares, suggesting a lack of bearish sentiment in the market [1]. Business Performance - As of June 30, the number of shareholders for Yuan Da Intelligent was 83,900, a decrease of 0.53% from the previous period, while the average circulating shares per person increased by 0.53% to 12,424 shares [2]. - For the first half of 2025, Yuan Da Intelligent reported a revenue of 515 million yuan, reflecting a year-on-year growth of 9.51%, and a net profit attributable to shareholders of 21.33 million yuan, which is a substantial increase of 375.52% year-on-year [2]. Dividend Information - Since its A-share listing, Yuan Da Intelligent has distributed a total of 469 million yuan in dividends, but there have been no dividend distributions in the past three years [3].

Market Overview - The specialized equipment sector increased by 1.21% on October 15, with Zhongjian Technology leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Top Gainers - Zhongjian Technology (002779) closed at 131.98, up 10.00% with a trading volume of 63,300 shares and a transaction value of 808 million [1] - Yongchuang Intelligent (603901) also rose by 10.00%, closing at 12.10 with a trading volume of 288,700 shares [1] - Yuanda Intelligent (002689) increased by 9.97%, closing at 4.30 with a trading volume of 331,300 shares [1] Notable Decliners - Lihexing (301013) saw a significant drop of 11.23%, closing at 35.42 with a trading volume of 662,800 shares and a transaction value of 2.378 billion [2] - Qiangrui Technology (301128) decreased by 6.29%, closing at 84.32 with a trading volume of 55,100 shares [2] - Zhongya Co. (300512) fell by 4.41%, closing at 9.53 with a trading volume of 271,600 shares [2] Capital Flow Analysis - The specialized equipment sector experienced a net outflow of 1.057 billion from institutional investors, while retail investors saw a net inflow of 1.258 billion [2][3] - Zhongjian Technology had a net inflow of 87.63 million from institutional investors, but a net outflow of 74.96 million from speculative funds [3] - Yuanda Intelligent recorded a net inflow of 80.59 million from institutional investors, with significant outflows from both speculative and retail investors [3]

Core Viewpoint - The stock of Yuanda Intelligent reached a daily limit increase on October 15, closing at 4.3 yuan, driven by significant improvements in its financial performance and favorable market conditions [1]. Group 1: Financial Performance - The company's earnings forecast for the first three quarters of 2025 indicates a net profit range of 33.83 million to 50.74 million yuan, marking a significant turnaround from losses in the previous year [1]. - Operating cash flow net amount improved by 199.51% year-on-year, indicating enhanced financial health [1]. Group 2: Market and Business Drivers - The company benefits from the national "Belt and Road" initiative and support for long-term special government bonds for old elevator renovation projects, enhancing business expansion expectations [1]. - Elevator export business accounts for 47.67% of total revenue, maintaining a leading position among domestic brands and demonstrating strong competitiveness in overseas markets [1]. - The wholly-owned subsidiary is expanding into the industrial robotics and intelligent automation equipment sectors, contributing to the company's growth narrative [1]. Group 3: Market Activity - On October 15, the net inflow of main funds was 80.59 million yuan, accounting for 57.1% of total trading volume, while retail investors experienced a net outflow of 43.46 million yuan, representing 30.79% of total trading volume [1]. - The stock's performance is aligned with broader trends in the robotics, machine vision, and industrial automation sectors, which saw increases of 2.16%, 1.88%, and 1.83% respectively on the same day [3].

Core Points - The Shanghai Composite Index closed at 3869.25 points, above the six-month moving average, with a slight increase of 0.10% [1] - The total trading volume of A-shares reached 12,804.95 billion yuan, indicating active market participation [1] - A total of 171 A-shares have surpassed the six-month moving average, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - ST Diwei has the highest deviation rate at 12.22%, with a daily increase of 14.95% and a turnover rate of 3.70% [1] - Yuan Da Intelligent and Geer Software also showed strong performance, with increases of 9.97% and 10.00%, and deviation rates of 8.63% and 7.81% respectively [1] - Other notable stocks include Tongda Holdings and Qianyan Biological, with daily increases of 9.99% and 9.47%, and deviation rates of 7.72% and 6.29% respectively [1] Trading Activity - The trading activity is highlighted by a total turnover of 12,804.95 billion yuan, reflecting robust investor engagement in the market [1] - The stocks that just crossed the six-month line include Shutaishen and Suihengyun A, with daily increases of 14.40% and 5.61% respectively, indicating a potential upward trend [1] Deviation Rate Insights - A list of stocks with significant deviation rates includes ST Diwei, Yuan Da Intelligent, and Geer Software, which are leading the market in terms of price movement relative to their six-month averages [1] - The data indicates a mix of high and low deviation rates among stocks, suggesting varied investor sentiment and market dynamics [1]

Core Viewpoint - The A-share market is experiencing a surge in robotics concept stocks, driven by supportive government policies aimed at enhancing the robotics industry in Shanghai [1] Group 1: Stock Performance - Bohai Automotive, Zhongjian Technology, and Yuanda Intelligent have reached the daily limit increase, while Wuzhou Xinchun and Henghui Security have risen over 8% [1] - Changying Precision, Sanhua Intelligent Control, Xin Clean Energy, and Zhenyu Technology have increased by more than 7% [1] Group 2: Government Policy - The Shanghai Municipal Economic and Information Commission has issued the "Shanghai Intelligent Terminal Industry High-Quality Development Action Plan (2026-2027)" [1] - The plan emphasizes strengthening robotic terminal capabilities and supports the research and mass production of humanoid robot products [1] - It aims to accelerate the industrialization breakthroughs of core components such as edge-side chips, dexterous hands, and batteries [1]